AS

Altshuler Shaham Portfolio holdings

AUM $6.04B
1-Year Est. Return 40.02%
This Quarter Est. Return
1 Year Est. Return
+40.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.7B
AUM Growth
+$5.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$2.46B
2
+$2.32B
3
+$1.19B
4
SMH icon
VanEck Semiconductor ETF
SMH
+$699M
5
FTNT icon
Fortinet
FTNT
+$684M

Top Sells

1
+$1.11B
2
+$237M
3
+$222M
4
JPM icon
JPMorgan Chase
JPM
+$204M
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$159M

Sector Composition

1 Technology 16.61%
2 Financials 4.63%
3 Industrials 2.96%
4 Consumer Discretionary 1.21%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$51K ﹤0.01%
614
-229
352
$51K ﹤0.01%
889
-499
353
$51K ﹤0.01%
+1,265
354
$50K ﹤0.01%
+822
355
$50K ﹤0.01%
+954
356
$50K ﹤0.01%
+595
357
$50K ﹤0.01%
+466
358
$50K ﹤0.01%
+3,106
359
$50K ﹤0.01%
+225
360
$49K ﹤0.01%
+430
361
$48K ﹤0.01%
+160
362
$48K ﹤0.01%
869
-213
363
$47K ﹤0.01%
+303
364
$47K ﹤0.01%
744
-522
365
$47K ﹤0.01%
+313
366
$47K ﹤0.01%
+101
367
$46K ﹤0.01%
+357
368
$46K ﹤0.01%
+104
369
$45K ﹤0.01%
182
+8
370
$45K ﹤0.01%
+1,704
371
$45K ﹤0.01%
324
+15
372
$44K ﹤0.01%
171
-42
373
$44K ﹤0.01%
2,582
+116
374
$44K ﹤0.01%
+375
375
$44K ﹤0.01%
926
+42
13 14
15
16 17